Document Classification: PUBLIC USER GUIDE ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

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1 USER GUIDE ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS FINANCIAL TRANSACTIONS USER MAINTENANCE

2 ENROLLMENT Confirm agreement with the T&C before proceeding with enrollment. Verify first if username and mobile name to be used is still available. Confirm all information and click Submit ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS FINANCIAL TRANSACTIONS USER MAINTENANCE

3 FORGOT PASSWORD Click on Forget Password Enter username and click on Request for One Time Password Notification will be displayed ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS FINANCIAL TRANSACTIONS USER MAINTENANCE

4 QUICK ACCESS ITEMS Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Click the icon to view the steps for each feature. Quick Access Menu Items will be displayed by tapping on the drawer icon. Updates/ Advisories FINANCIAL TRANSACTIONS USER MAINTENANCE

QUICK ACCESS ITEMS APPLY FOR LOAN Apply for Loan Find an

Advisories Signify your intention of availing a loan via

Enter your Name, contact details and preferred date to be

5 QUICK ACCESS ITEMS APPLY FOR LOAN Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Signify your intention of availing a loan via Apply for Loan. Enter your Name, contact details and preferred date to be contacted and we will get back to you for your loan concern. FINANCIAL TRANSACTIONS USER MAINTENANCE

QUICK ACCESS ITEMS FIND AN ATM Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Find an ATM where you can do inquiry, withdrawal, payments and

6 QUICK ACCESS ITEMS FIND AN ATM Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Find an ATM where you can do inquiry, withdrawal, payments and other transactions. Search ATMs near your location or per area. ATMs will be shown on the map and details may be seen by clicking on the marker. FINANCIAL TRANSACTIONS USER MAINTENANCE

7 QUICK ACCESS ITEMS FIND A BRANCH Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Find a Branch to visit. Search Branches near your location or per area. Branches will be shown on the map and details may be seen by clicking on the marker. FINANCIAL TRANSACTIONS USER MAINTENANCE

QUICK ACCESS ITEMS FOREX Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Forex Rate can be viewed for reference.

8 QUICK ACCESS ITEMS FOREX Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Forex Rate can be viewed for reference. You can view the latest available forex rates for both USD and EURO. A forex calculator is also available to check on the PHP amount if you will buy or sell USD or EURO. FINANCIAL TRANSACTIONS USER MAINTENANCE

QUICK ACCESS ITEMS INTEREST RATES Apply for Loan

Alerts Updates/ Advisories Latest Interest Rates

List of available interest rates will be displayed.

9 QUICK ACCESS ITEMS INTEREST RATES Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Latest Interest Rates can be viewed for reference. List of available interest rates will be displayed. Choose an Interest Rate to see the details. FINANCIAL TRANSACTIONS USER MAINTENANCE

Choose an alert to view the description.

10 QUICK ACCESS ITEMS ALERTS Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Details available Alerts can be viewed for reference. Choose an alert to view the description. You may also click on Subscribe and you will be asked to login to proceed with the subscription. FINANCIAL TRANSACTIONS USER MAINTENANCE

available Updates/Advisories can be viewed for reference.

11 QUICK ACCESS ITEMS UPDATES/ADVISORIES Apply for Loan Find an ATM Find a Branch Forex Interest Rates Alerts Updates/ Advisories Details of available Updates/Advisories can be viewed for reference. Choose an Update/Advisory to see its full details. FINANCIAL TRANSACTIONS USER MAINTENANCE

12 ADD ACCOUNT THIRD PARTY ACCOUNT DELETE ACCOUNT CHANGE ACCOUNT NICKNAME CHECKBOOK REQUEST VIEW CHECK IMAGE INQUIRE CHECK STATUS TRANSACTION HISTORY LOCK/UNLOCK CARD BLOCK CARDS REQUEST FOR SOA FINANCIAL TRANSACTIONS USER MAINTENANCE

13 ADD ACCOUNT << MENU Click on the right side menu and choose Enroll Account. Enter the account number and assign account nickname. Notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

14 THIRD PARTY ACCOUNT << MENU Click on the right side menu and choose Enroll Account. Enter account number, assign nickname and enter OTP. Notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

15 DELETE ACCOUNT << MENU Click on the right side menu and choose Delete Account. Confirm request by entering the password. Notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

16 CHANGE ACCOUNT NICKNAME << MENU Click on the side menu and choose Edit Nickname. Enter new nickname and submit request. Notification will received. FINANCIAL TRANSACTIONS USER MAINTENANCE

17 CHECKBOOK REQUEST << MENU Choose Re-order Checkbook from the account details. Choose if with printed name, indicate the number of checkbook and enter password. A notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

18 VIEW CHECK IMAGE << MENU Choose View Check Image from the account details. Enter the check number and choose the side of check to be viewed. Check image will be displayed. FINANCIAL TRANSACTIONS USER MAINTENANCE

19 INQUIRE CHECK STATUS << MENU Choose Inquire Check Status from the account details. Enter check number and submit. Check status will be displayed. FINANCIAL TRANSACTIONS USER MAINTENANCE

20 TRANSACTION HISTORY << MENU Choose Transaction History from the account details. Transaction History of account will be displayed. FINANCIAL TRANSACTIONS USER MAINTENANCE

21 LOCK/UNLOCK CARD << MENU Use the slide button of the lock/ unlock to request for lock/unlocking of card. A notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

22 BLOCK CARDS << MENU Use the slide button to request for blocking of card. Indicate the reason for blocking of the card and enter the password. A notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

23 REQUEST FOR SOA << MENU Choose Request for SOA from the account details. Indicate start and end date of requested SOA. A notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

24 FINANCIAL TRANSACTIONS FUND TRANSFER PAY BILLS Enrolled Biller PAY BILLS Other Biller PREPAID RELOAD GCASH to Bank Bank to GCASH FINANCIAL TRANSACTIONS USER MAINTENANCE

Choose your source and target account; amount to be transferred and the schedule to

25 FINANCIAL TRANSACTIONS FUND TRANSFER <<FINANCIAL TRANSACTIONS MENU Fund Transfer request can be chosen from the Account Details or on the side menu. Choose your source and target account; amount to be transferred and the schedule to transfer. Password is needed to confirm the transfer. A notification will be displayed. FINANCIAL TRANSACTIONS USER MAINTENANCE

To Pay Bills, choose your source account, biller to be paid, enter amount and choose payment

26 FINANCIAL TRANSACTIONS PAY BILLS - ENROLLED BILLER <<FINANCIAL TRANSACTIONS MENU Pay Bills request can be chosen from the Account Details or on the side menu. To Pay Bills, choose your source account, biller to be paid, enter amount and choose payment schedule. Password is required to confirm payment. A notification will be displayed. FINANCIAL TRANSACTIONS USER MAINTENANCE

27 FINANCIAL TRANSACTIONS PAY BILLS - OTHER BILLER <<FINANCIAL TRANSACTIONS MENU Pay Bills request can be chosen from the Account Details or on the side menu. To Pay Bills, choose your source account, biller to be paid, enter amount and choose payment schedule. Password is required to confirm payment. A notification will be displayed. FINANCIAL TRANSACTIONS USER MAINTENANCE

For Prepaid Reload, choose the type of reload (Cellphone or Broadband), source account, Telco Provider,

28 FINANCIAL TRANSACTIONS PREPAID RELOAD <<FINANCIAL TRANSACTIONS MENU Prepaid Reload request can be chosen from the Account Details or on the side menu. For Prepaid Reload, choose the type of reload (Cellphone or Broadband), source account, Telco Provider, Amount of Relaod Transfer, schedule, and enter Target Mobile Number. Password is required to confirm payment. A notification will be displayed. FINANCIAL TRANSACTIONS USER MAINTENANCE

29 FINANCIAL TRANSACTIONS GCASH TO BANK <<FINANCIAL TRANSACTIONS MENU GCASH request can be chosen from the Account Details or on the side menu. Choose GCASH transaction and enter amount. Enter GCASH MPIN to confirm request. A notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

30 FINANCIAL TRANSACTIONS BANK TO GCASH <<FINANCIAL TRANSACTIONS MENU GCASH request can be chosen from the Account Details or on the side menu. Choose GCASH transaction and enter amount. Enter password to confirm request. A notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

31 USER MAINTENANCE CHANGE PASSWORD Choose Profile on the left side menu. Choose Change Password. Enter current and new password. A notification will be received. FINANCIAL TRANSACTIONS USER MAINTENANCE

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE Confirm agreement with the T&C before proceeding with enrollment Verify first if username and mobile name to be used is still available. Confirm all information and click Submit Click on Forgot Password